MSI and Anbao report growth driven by AI and semiconductor demand

MSI reported strong financial results for the first half of the year, with an EPS of 7.59 TWD. The company saw its second-quarter gross margin reach a record high of nearly 16%, driven by improved product mixes and price adjustments. MSI is positioning itself to capture the AI Agent market by integrating NVIDIA’s latest AI architectures and development tools into its XpertStation WS300 supercomputers and EdgeXpert platforms, enabling intelligent model routing to optimize performance and reduce costs.

Simultaneously, power infrastructure provider Anbao is seeing significant growth due to the expansion of AI data centers and semiconductor manufacturing facilities. The company reports an order backlog of nearly 15 billion TWD, with visibility extending through 2028. Anbao’s orders are split between domestic projects (60%) and overseas markets (40%), including the US and Germany. To support this demand, Anbao is expanding capacity in Tainan and plans to break ground on a new facility in the Pingtung Science Park in 2027, while also establishing a new subsidiary in Singapore to expand its international footprint.